Marotta Asset Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Marotta Asset Management’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6M	Buy	220,729 +25,622	+13%	+$1.36M	1.93%	18
2026 Q1	$10.2M	Sell	195,107 -6,789	-3%	-$362K	1.87%	19
2025 Q4	$9.93M	Buy	201,896 +69,791	+53%	+$3.46M	1.84%	22
2025 Q3	$6.57M	Buy	132,105 +29,506	+29%	+$1.51M	1.24%	28
2025 Q2	$5.25M	Buy	102,599 +12,204	+14%	+$625K	1.05%	28
2025 Q1	$4.61M	Sell	90,395 -3,261	-3%	-$165K	0.91%	30
2024 Q4	$4.61M	Buy	93,656 +3,261	+4%	+$165K	0.97%	28
2024 Q3	$4.61M	Buy	90,395 +13,506	+18%	+$669K	0.91%	30
2024 Q2	$3.62M	Buy	76,889 +7,826	+11%	+$370K	0.75%	32
2024 Q1	$3.29M	Buy	69,063 +15,081	+28%	+$691K	0.68%	36
2023 Q4	$2.41M	Buy	53,982 +21,052	+64%	+$901K	0.52%	38
2023 Q3	$1.4M	Buy	32,930 +21,681	+193%	+$976K	0.32%	46
2023 Q2	$511K	Buy	+11,249	New	+$512K	0.11%	67

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Marotta Asset Management's FSTA Position: Q2 2026 in Review

Marotta Asset Management increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 13% in Q2 2026, buying an estimated $1.36M and bringing the position to 220,729 shares worth $11.6M. The position accounts for 1.93% of the portfolio, ranked #18.

Marotta Asset Management first reported a position in FSTA in Q2 2023 and has held it in 13 quarters since. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

Marotta Asset Management held 220,729 shares of Fidelity MSCI Consumer Staples Index ETF worth $11.6M as of Q2 2026.
Marotta Asset Management bought 25,622 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $1.36M.
Fidelity MSCI Consumer Staples Index ETF made up 1.93% of Marotta Asset Management's portfolio in Q2 2026, its #18 holding.
Marotta Asset Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2023 and has held it in 13 quarters since.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.